AdvicePeriod’s iShares Government/Credit Bond ETF GBF Stock Holding History

AdvicePeriod’s Portfolio GBF Stock Details GBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$268K	Sell	2,190 -162	-7%	-$19.6K	0.02%	82
2021 Q1	$282K	Sell	2,352 -669	-22%	-$81.9K	0.02%	80
2020 Q4	$380K	Sell	3,021 -36	-1%	-$4.51K	0.03%	74
2020 Q3	$383K	Hold	3,057	–	–	0.03%	72
2020 Q2	$383K	Sell	3,057 -649	-18%	-$80.2K	0.04%	66
2020 Q1	$450K	Sell	3,706 -36	-1%	-$4.32K	0.05%	80
2019 Q4	$440K	Sell	3,742 -252	-6%	-$29.8K	0.04%	81
2019 Q3	$475K	Sell	3,994 -173	-4%	-$20.4K	0.04%	76
2019 Q2	$486K	Buy	+4,167	New	+$475K	0.05%	69

Other funds holding GBF

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AdvicePeriod's GBF Position: Q2 2021 in Review

AdvicePeriod reduced its iShares Government/Credit Bond ETF (GBF) stake by 6.9% in Q2 2021, selling an estimated $19.6K and leaving 2,190 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #82.

AdvicePeriod first reported a position in GBF in Q2 2019 and has held it in 9 quarters since. The position peaked at $486K in Q2 2019. 64 funds tracked by Wall St. Rank hold GBF as of Q2 2021.

AdvicePeriod held 2,190 shares of iShares Government/Credit Bond ETF worth $268K as of Q2 2021.
AdvicePeriod sold 162 iShares Government/Credit Bond ETF shares in Q2 2021, an estimated $19.6K.
iShares Government/Credit Bond ETF made up 0.02% of AdvicePeriod's portfolio in Q2 2021, its #82 holding.
AdvicePeriod first reported a position in iShares Government/Credit Bond ETF in Q2 2019 and has held it in 9 quarters since.
AdvicePeriod's iShares Government/Credit Bond ETF position peaked at $486K in Q2 2019.
64 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.